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- Tasks: Provide expert financial planning advice to an existing client bank.
- Company: Reputable financial planning firm in Essex with a supportive environment.
- Benefits: Flexible working options and a focus on client relationships without sales pressure.
- Why this job: Enjoy advising clients while benefiting from a well-established client base.
- Qualifications: Must hold a full diploma qualification and have experience in financial planning.
- Other info: Great opportunity for both self-employed and employed advisers.
The predicted salary is between 36000 - 60000 £ per year.
A well-regarded financial planning firm in the Essex area is seeking an Adviser to service an existing client bank after a consultant's retirement. Candidates must be existing advisers with a full diploma qualification and experience providing financial planning advice to clients. This opportunity allows you to focus on giving advice without the pressure of acquiring new clients. Both self-employed and employed advisers will be considered, with preference for employed candidates.
North Essex IFA – Client‑Focused, Fully Supported in Stansted Mountfitchet employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land North Essex IFA – Client‑Focused, Fully Supported in Stansted Mountfitchet
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Let them know you're on the lookout for opportunities, especially in Essex. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Brush up on your knowledge of the firm and their client base. Be ready to discuss how your experience aligns with their needs, especially since you'll be servicing an existing client bank.
✨Tip Number 3
Showcase your expertise! During interviews, highlight your diploma qualifications and any relevant experience. Make it clear that you’re not just another adviser; you’re someone who can provide tailored financial advice without the pressure of client acquisition.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace North Essex IFA – Client‑Focused, Fully Supported in Stansted Mountfitchet
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and any relevant qualifications. We want to see how your background aligns with the role, so don’t be shy about showcasing your skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this adviser role. Share your passion for client-focused service and how you can contribute to our team.
Showcase Your Client Relationships: Since this role involves servicing an existing client bank, it’s important to demonstrate your ability to build and maintain strong client relationships. Share examples of how you’ve successfully managed client portfolios in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and be ready to discuss your experience in detail. Familiarise yourself with the firm's approach and values, so you can align your answers with what they’re looking for.
✨Showcase Your Client Relationships
Since this role is all about servicing an existing client bank, be prepared to talk about how you've built and maintained strong relationships with clients in the past. Share specific examples that highlight your client-focused approach.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm’s culture, client base, and support systems. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
✨Be Yourself
While professionalism is key, don’t forget to let your personality shine through. The firm is looking for someone who fits well with their team, so being authentic can help you stand out in a positive way.
